Customer Success Assistant
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Job Summary
We are seeking a Customer Success Assistant to support the ongoing management of customer accounts following the initial sale or enrollment. This position works alongside the customer success team to coordinate onboarding maintain account information track customer activity prepare account materials and ensure scheduled follow-up is completed.
The Customer Success Assistant will focus on organization and continuity throughout the customer relationship helping the team maintain accurate records and stay informed about customer goals account activity and outstanding action items.
Responsibilities include:
- Coordinate administrative aspects of the customer onboarding process
- Maintain onboarding checklists account timelines and required documentation
- Create and update customer profiles within company systems
- Record customer goals preferences account details and relevant history
- Track onboarding milestones and outstanding action items
- Coordinate scheduled customer check-ins and account meetings
- Prepare account information and supporting materials for customer meetings
- Maintain calendars and schedules for customer success activities
- Track follow-up commitments and ensure outstanding items are routed to the appropriate team members
- Monitor account activity and identify accounts requiring additional follow-up
- Prepare basic account summaries and customer activity reports
- Assist with customer satisfaction and retention initiatives
- Gather and organize feedback regarding the customer experience
- Maintain records of customer feedback account updates and completed activities
- Coordinate with sales operations and other internal departments regarding customer accounts
- Assist with renewal preparation and other ongoing account-management activities
- Maintain current customer documentation and internal records
- Support customer success projects and account initiatives as assigned
Required Skills:
Qualifications Strong verbal and written communication skills Professional and client-focused demeanor Excellent organization and attention to detail Strong interpersonal and relationship-management skills Ability to manage multiple requests and priorities Reliable follow-through and time management Strong problem-solving skills Ability to work independently and collaboratively Comfortable working in a fast-paced environment Basic computer and data-entry skills Comfortable learning CRM and account management systems Previous experience in client services account support customer service account management sales support administrative support hospitality retail or another client-facing environment is helpful but not required.
Required Education:
High School Diplome or Equivalent
